Dave
99e9d947cf
A quote should look like a document from a real company, so this adds the customer details a quote needs, gives every quote a valid-until date, and makes the customer picker usable once there are 20+ of them. Customer details on quotes - The `customers` collection only had a name, so the quote PDF's "Customer Information" block could only ever print a name. Added optional address, VAT number, email and phone fields. - The PDF block now grows to fit whatever is on file and prints the VAT number and contact line, so a filled-in customer produces a professional quote. - The quote details dialog shows the same details. - The customer form gained the new fields, and "Edit customer" now works - it was a menu item that did nothing, so there was no way to add a VAT number to an existing customer. - The customers table shows Address and VAT Number columns. Valid until - Quotes were created with an empty validUntil, so the PDF printed "Valid Until: N/A". The form now defaults it to 30 days after the quote date and keeps it in step when the date moves. The three existing quotes without one were backfilled the same way. Searchable customer picker - The customer dropdown listed every customer in a plain select with no way to add one that was missing. It is now a searchable combobox (by name, address or VAT number) that offers to create the customer when nothing matches, and creates it inline. Sidebar - Settings moved to a gear in the corner next to the app name, and Logs moved into Settings as a tab. The nav is now eight items with no grouping - grouping them would add a layer for no gain at this size. The old /logs link still lands on the logs tab. Also fixes a real PDF bug: item descriptions were cut to 40 characters, which is wider than the description column, so long names printed on top of the SKU column. Descriptions and SKUs are now measured against the real column width and truncated with an ellipsis. Live PocketBase changes (see scripts/add-customer-fields.mjs): - customers update and delete rules were null (superusers only), so a member could not edit the customer they had just added. They now match the other collections.
65 lines
2.3 KiB
JavaScript
65 lines
2.3 KiB
JavaScript
/// <reference path="../pb_data/types.d.ts" />
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// =========================================================================
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// customers — add address + VAT number
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// =========================================================================
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//
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// A quote is a legal document. It currently carries only the customer's
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// name, which does not identify the entity being quoted and looks
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// unfinished on the PDF.
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//
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// This adds two optional fields to `customers`:
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//
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// address - postal address, shown on the quote PDF
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// vatNumber - VAT registration number, shown on the quote PDF
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//
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// Both are optional so the 20 existing customer records keep working
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// untouched; they can be filled in over time from the Customers screen.
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//
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// `email` and `phone` are added at the same time because the quote PDF
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// already has a "Customer Information" block that prints a contact line
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// when present - the fields existed in the UI model but had nowhere to
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// be stored.
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//
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// NOTE: this migration is applied directly to the live PB instance by
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// scripts/add-customer-fields.mjs.
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// =========================================================================
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migrate((app) => {
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const collection = app.findCollectionByNameOrId("pbc_108570809"); // customers
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if (!collection) {
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throw new Error("customers collection not found — aborting.");
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}
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const newFields = [
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{ id: "text_cust_address", name: "address", type: "text" },
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{ id: "text_cust_vat", name: "vatNumber", type: "text" },
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{ id: "text_cust_email", name: "email", type: "email" },
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{ id: "text_cust_phone", name: "phone", type: "text" },
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];
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for (const field of newFields) {
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if (collection.fields.some((f) => f.name === field.name)) continue;
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collection.fields.push({
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hidden: false,
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id: field.id,
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name: field.name,
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presentable: false,
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required: false,
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system: false,
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type: field.type,
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});
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}
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return app.save(collection);
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}, (app) => {
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// Rollback: drop the four fields we added.
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const collection = app.findCollectionByNameOrId("pbc_108570809"); // customers
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if (!collection) return;
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const added = ["address", "vatNumber", "email", "phone"];
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collection.fields = collection.fields.filter((f) => !added.includes(f.name));
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return app.save(collection);
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});
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